Filed August 29, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $18,610 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,766 | $74,089+13.1% | $133,980-37.5% | $55,167+51.8% |
| Participation rate | 88.3% | 84.3%+4.1pp | 87.1%+1.3pp | 69.0%+19.3pp |
| Annual return | 7.77% | 12.11%-4.3pp | 29.30%-21.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $2,550 | $3,064-16.8% | $5,211-51.1% | $1,963+29.9% |
| Participant deferral / active EE | $5,222 | $4,678+11.6% | $6,282-16.9% | $3,054+71.0% |
| Admin fee / account holder | $72 | $458-84.3% | $9,324-99.2% | $504-85.7% |